RWL icon

Invesco S&P 500 Revenue ETF

241 hedge funds and large institutions have $2.77B invested in Invesco S&P 500 Revenue ETF in 2024 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 102 increasing their positions, 51 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+38
Holders Change %
+18.72%
% of All Funds
3.21%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
49
Increased
102
Reduced
51
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
151
TCFG Wealth Management
California
$455K +$29.4K +300 +7%
SC
152
Savant Capital
Illinois
$413K
SAM
153
Secure Asset Management
Michigan
$401K +$78.4K +801 +24%
ACP
154
Aveo Capital Partners
Colorado
$400K -$183K -1,872 -31%
UAG
155
United Advisor Group
Ohio
$344K -$156K -1,591 -31%
LC
156
Landaas & Company
Wisconsin
$332K
Corient Private Wealth
157
Corient Private Wealth
Florida
$325K +$94.8K +968 +41%
PSF
158
Pacific Sun Financial
California
$315K
MSG
159
Main Street Group
Virginia
$307K +$11.2K +114 +4%
ECG
160
Edge Capital Group
Georgia
$305K -$4.23M -2,902 -93%
DI
161
Diligent Investors
California
$301K +$294 +3 +0.1%
SEIA
162
Signature Estate & Investment Advisors
California
$301K +$15.9K +162 +6%
MFF
163
Michels Family Financial
Texas
$291K +$291K +2,975 New
ZIMP
164
Zimmermann Investment Management & Planning
Pennsylvania
$286K +$286K +2,919 New
MA
165
Montag & Associates
Georgia
$286K +$1.08K +11 +0.4%
AFW
166
Atlantic Family Wealth
Florida
$281K +$281K +2,872 New
M&T Bank
167
M&T Bank
New York
$280K -$69.5K -710 -20%
PTC
168
Private Trust Company
Ohio
$274K -$27.1K -277 -9%
PCM
169
Parsons Capital Management
Rhode Island
$270K
HP
170
Hilltop Partners
Indiana
$266K -$1.18K -12 -0.4%
SPC
171
Sigma Planning Corp
Michigan
$266K +$9.5K +97 +4%
AP
172
Aspect Partners
Virginia
$260K +$260K +2,652 New
FA
173
Flagstar Advisors
New York
$254K +$3.23K +33 +1%
BCI
174
Brinker Capital Investments
Pennsylvania
$251K -$87.4K -892 -26%
OPS
175
Orion Portfolio Solutions
Nebraska
$251K -$87.4K -892 -26%